Supervisors are team leaders that successfully direct others to achieve certain goals, to improve productivity, and to control costs. Usually, they manage a group of agents in order to prioritize job tasks and solve problems.
Click on the supervisor, on the list, to open the Supervisor profile:
On the extension page, you can:
- Edit supervisor information
- Edit supervisor profile
- Edit members configuration
- Edit communication settings
Edit supervisor information
Click on to open the Edit supervisor pop-up window:
On the pop-up window:
- Drag an image file or click to upload the image file associated with the user.
- Insert a username (mandatory).
- Insert the user's full name.
- Select if authentication is a single step process or if it requires a personal contact as a second step verification.
- Insert the user's personal contact (it will be mandatory if 2 step verification is selected).
- Select if user is allowed to log in.
- Select the user's profile from the drop-down menu (mandatory)
- Click SAVE to apply changes and close the pop-up window.
Edit supervisor profile
Click on to open the drop-down menu:
On the drop-down menu you can (when available):
- Reset password - If the user forgot his password, reset it, so he can choose a new one.
- Duplicate - Duplicate the user profile.
- Delete - Delete the user.
Edit members configuration
On the members configurations you can:
Add campaigns
Click on , on CAMPAIGNS, to open the Campaigns pop-up window:
On the Campaigns pop-up window:
- Click on
to open the Add Campaigns pop-up window:
- on the pop-up window:
- Select the campaigns to add the user to.
- Click ADD CAMPAIGNS to apply changes and close the pop-up window.
- Click on
to delete the campaign from the user's list.
- Click SAVE to apply changes and close the pop-up window
Note: Click on a campaign to see the campaign page.
Add teams
Click on , on Teams, to open the Teams pop-up window:
On the Teams pop-up window:
- Click on
to open the Add Teams pop-up window:
- on the pop-up window:
- Select the teams to add the user to.
- Click ADD TEAMS to apply changes and close the pop-up window.
- Click on
to delete the teams from the user's list.
- Click SAVE to apply changes and close the pop-up window.
Note: Click on a team to see the campaign page.
Edit site
Click on , on Site, to open the Site pop-up window:
On the Site pop-up window:
- On the column Default site, click to select the default site.
- Click on
to open the Add Site pop-up window:
- on the pop-up window:
- Select the site to add the user to.
- Click ADD SITE to apply changes and close the pop-up window.
- Click on
to delete the sites from the user's list.
- Click SAVE to apply changes and close the pop-up window.
Edit communication settings
On the COMMUNICATIONS tab you can Configure number settings:
Click on , on Number settings, to open the number settings pop-up window:
On the Number settings pop-up window:
- Select if the calls are sent to the chosen phone number or to a softphone.
- Insert the user's extension.
- Click Save to apply the changes and close the pop-up window.